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JPMorgan Chase

4,696 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,004 increasing their positions, 1,989 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.28% more ownership

Funds ownership: 70.82%72.1% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,004 | Existing positions reduced: 1,989

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.99B
Puts
$11B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
4526
Capital Investment Services of America
Wisconsin
$218K
CEI
4527
Clark Estates Inc
New York
$217K
WCM
4528
Wealthcare Capital Management
Virginia
$217K
SWM
4529
SK Wealth Management
Rhode Island
$216K
RPCA
4530
Running Point Capital Advisors
California
$216K
HPA
4531
High Probability Advisors
New York
$215K
ACM
4532
Avos Capital Management
Washington
$215K
SIM
4533
Synergy Investment Management
Florida
$215K
FPTW
4534
Franklin, Parlapiano, Turner & Welch
Texas
$215K
RC
4535
Rahlfs Capital
Texas
$214K
TF
4536
TME Financial
California
$214K
WAM
4537
WFA Asset Management
Wisconsin
$213K
UW
4538
Unique Wealth
Florida
$213K
CPW
4539
Crestmont Private Wealth
Texas
$212K
OFG
4540
Opulen Financial Group
Virginia
$212K
LWM
4541
Luminvest Wealth Management
Arizona
$211K
WWA
4542
Wingate Wealth Advisors
Massachusetts
$210K
CIM
4543
Confluence Investment Management
Missouri
$210K
RW
4544
REDW Wealth
New Mexico
$210K
T
4545
Tidemark
California
$210K
MFS
4546
Miller Financial Services
Michigan
$209K
WA
4547
WPG Advisers
Maryland
$209K
GPW
4548
Gray Private Wealth
Massachusetts
$209K
SA
4549
Sage Advisors
Colorado
$209K
BFP
4550
Briaud Financial Planning
Texas
$208K